Welfare Benefit Plan For Home Office Employees — Form 5500 plan (American United Life Insurance Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Welfare Benefit Plan For Home Office Employees is a benefit plan reported by American United Life Insurance Company under EIN 35-0145825 and plan number 516. The latest loaded filing year is 2023. The filing reports 2,760 participants and $6,859,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American United Life Insurance Company
- EIN
- 35-0145825
- Plan number
- 516
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 2,760
- End-of-year plan assets
- $6,859,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,760 | H, C | 20241008182507NAL0008652979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,859,606
- Total liabilities (EOY)
- $4,686,310
- Net assets (EOY)
- $2,173,296
- Net assets (BOY)
- $1,491,195
Income & contributions
- Employer contributions
- $28,588,074
- Participant contributions
- $10,112,085
- Total contributions
- $38,700,159
- Total income / additions
- $38,700,159
Expenses & distributions
- Benefits paid
- $35,292,819
- Administrative expenses
- $2,725,239
- Total expenses
- $38,018,058
- Net increase / (decrease)
- $682,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health, LLC | NONE | $1,067,194 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $975,256 | not reported in the loaded dataset | 2023 |
| Hartford Life And Accident | NONE | $389,414 | not reported in the loaded dataset | 2023 |
| Jody Hirst | NONE | $77,686 | not reported in the loaded dataset | 2023 |
| The Visibility Company (Propel) | NONE | $42,876 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy | NONE | $40,666 | not reported in the loaded dataset | 2023 |
| Towers Watson | NONE | $40,200 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $30,690 | not reported in the loaded dataset | 2023 |
| Quizzify, LLC | NONE | $27,600 | not reported in the loaded dataset | 2023 |
| American United Life Insurance | AFFILIATED ORG | $14,581 | not reported in the loaded dataset | 2023 |
| St. Vincent Hospital | NONE | $9,793 | not reported in the loaded dataset | 2023 |
| Employers Health Coalition | NONE | $9,284 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American United Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Marathon Health, LLC — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Hartford Life And Accident — Schedule C compensation
- Jody Hirst — Schedule C compensation
- The Visibility Company (Propel) — Schedule C compensation
- Cvs Pharmacy — Schedule C compensation
- Towers Watson — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Quizzify, LLC — Schedule C compensation
- American United Life Insurance — Schedule C compensation
- St. Vincent Hospital — Schedule C compensation
- Employers Health Coalition — Schedule C compensation